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Burkett Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Burkett Financial Services’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$267K Buy
4,506
+9
+0.2% +$537 0.08% 52
2026
Q2 		$268K Buy
4,497
+5
+0.1% +$294 0.08% 43
2026
Q1 		$243K Hold
4,492
– – 0.08% 44
2025
Q4 		$242K Sell
4,492
-336
-7% -$18.3K 0.08% 47
2025
Q3 		$262K Sell
4,828
-16
-0.3% -$824 0.09% 47
2025
Q2 		$240K Sell
4,844
-46
-0.9% -$2.13K 0.09% 49
2025
Q1 		$221K Buy
4,890
+5
+0.1% +$225 0.09% 46
2024
Q4 		$215K Buy
4,885
+113
+2% +$5.25K 0.09% 46
2024
Q3 		$228K Buy
4,772
+14
+0.3% +$623 0.09% 43
2024
Q2 		$208K Buy
4,758
+19
+0.4% +$818 0.11% 42
2024
Q1 		$198K Buy
4,739
+4
+0.1% +$163 0.1% 46
2023
Q4 		$195K Buy
+4,735
New +$188K 0.11% 43

Other funds holding VWO

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Burkett Financial Services's VWO Position: Q3 2026 in Review

Burkett Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.2% in Q3 2026, buying an estimated $537 and bringing the position to 4,506 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #52.

Burkett Financial Services first reported a position in VWO in Q4 2023 and has held it in 12 quarters since. The position peaked at $268K in Q2 2026. 160 funds tracked by Wall St. Rank hold VWO as of Q3 2026.

  • Burkett Financial Services held 4,506 shares of Vanguard FTSE Emerging Markets ETF worth $267K as of Q3 2026.
  • Burkett Financial Services bought 9 Vanguard FTSE Emerging Markets ETF shares in Q3 2026, an estimated $537.
  • Vanguard FTSE Emerging Markets ETF made up 0.08% of Burkett Financial Services's portfolio in Q3 2026, its #52 holding.
  • Burkett Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $268K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.